MTC Wealth Management LLC
TAMPA FL · SEC CIK 0001821455
$2.23亿2026Q2 申报市值
14持仓数
88.5%前十大占比 · 第一大 19.9%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BYLD 新建仓+$452.76万
2026Q2 卖出最多 按季末市值估算
SPTS 减仓-$437.37万
SPY 减仓-$97.53万
IEFA 减仓-$49.35万
VUG 减仓-$31.57万
IJH 减仓-$25.45万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BYLD | ISHARES TR | $452.76万 | 2.03% | 199,896 | 199,896 | — | $452.76万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $456.22万 | 2.05% | 157,262 | -150,765 | -48.9% | -$437.37万 | 减仓 |
| IEMG | ISHARES INC | $786.35万 | 3.53% | 94,923 | -2,095 | -2.2% | -$17.36万 | 减仓 |
| IEF | ISHARES TR | $874.28万 | 3.92% | 92,448 | -247 | -0.3% | -$2.34万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $922.78万 | 4.14% | 97,732 | -1,821 | -1.8% | -$17.19万 | 减仓 |
| IJR | ISHARES TR | $977.01万 | 4.38% | 65,876 | -1,536 | -2.3% | -$22.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,188.87万 | 5.33% | 54,553 | -1,046 | -1.9% | -$22.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,236.91万 | 5.55% | 143,593 | -3,665 | -2.5% | -$31.57万 | 减仓 |
| IJH | ISHARES TR | $1,297.45万 | 5.82% | 168,260 | -3,301 | -1.9% | -$25.45万 | 减仓 |
| LQD | ISHARES TR | $1,322.83万 | 5.93% | 121,283 | -429 | -0.4% | -$4.68万 | 减仓 |
| IGSB | ISHARES TR | $1,332.69万 | 5.98% | 254,281 | -1,139 | -0.4% | -$5.97万 | 减仓 |
| IEFA | ISHARES TR | $3,306.19万 | 14.83% | 342,326 | -5,110 | -1.5% | -$49.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,710.11万 | 16.64% | 49,682 | -1,306 | -2.6% | -$97.53万 | 减仓 |
| AGG | ISHARES TR | $4,427.56万 | 19.86% | 447,318 | -1,869 | -0.4% | -$18.50万 | 减仓 |